+57.1%
IVZ vs PLTU
+103.5%
-46.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.1% | -7.1% | -0.7% |
| 7D | -2.4% | -25.3% | +22.9% | +0.2% |
| 30D | -11.2% | -34.5% | +23.3% | -7.9% |
| 3M | -14.0% | -3.4% | -10.6% | -14.6% |
| 6M | +0.5% | +12.4% | -11.9% | -4.2% |
| YTD | +5.4% | -45.1% | +50.6% | +6.3% |
| 1Y | +19.5% | -45.7% | +65.1% | +19.6% |
| All | +57.1% | +103.5% | -46.4% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling